Desiree Kelley
Desiree Kelley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Galleria Boulevard, Suite 735, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Desiree is a director for Men of Fashion, raising money for the New Orleans Ballet, dedicating minimal time. She also serves on the Board of Commissioners for the Port of New Orleans, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Great American Advisors, INC.
Great American Advisors, INC.Broker
State Registrations4 states
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